Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$429,995
+$73,701 QoQ
Shares Held
2,057
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,898
of 2,723 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Intergy Private Wealth, LLC holds $630,246 across 2 Capital Markets names. MS ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,057 | $429,995 | |
| 2 | GS |
Goldman Sachs Group Inc
|
198 | $200,251 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,995 | 2,057 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $356,294 | 2,165 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $390,033 | 2,197 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $349,235 | 2,197 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $316,935 | 2,250 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $269,624 | 2,311 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $305,248 | 2,428 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $263,414 | 2,527 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $225,869 | 2,324 | Shares | Sole | 2024-07-15 | |
| No filing history on record for this holder in this stock. | ||||||